0001398344-12-000265.txt : 20120201
0001398344-12-000265.hdr.sgml : 20120201
20120201112827
ACCESSION NUMBER: 0001398344-12-000265
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20111231
FILED AS OF DATE: 20120201
DATE AS OF CHANGE: 20120201
EFFECTIVENESS DATE: 20120201
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: YHB Investment Advisors, Inc.
CENTRAL INDEX KEY: 0001469219
IRS NUMBER: 061283359
STATE OF INCORPORATION: CT
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-13567
FILM NUMBER: 12561484
BUSINESS ADDRESS:
STREET 1: 29 SOUTH MAIN ST., STE. 306
CITY: WEST HARTFORD
STATE: CT
ZIP: 06107-2417
BUSINESS PHONE: 860-561-7050
MAIL ADDRESS:
STREET 1: 29 SOUTH MAIN ST., STE. 306
CITY: WEST HARTFORD
STATE: CT
ZIP: 06107-2417
13F-HR
1
fp0004118_13fhr.txt
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Form 13F
Form 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: December 31, 2011
Check here if Amendment [ ]; Amendment Number:
This Amendment (Check only one.): [ ] is a restatement.
[ ] adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: YHB Investment Advisors, Inc.
Address: 29 South Main St., Ste. 306
West Hartford, CT 06107-2417
Form 13F File Number: 028-13567
The institutional investment manager filing this report and the person by whom
it is signed hereby represent that the person signing the report is authorized
to submit it, that all information contained herein is true, correct and
complete, and that it is understood that all required items, statements,
schedules, lists, and tables, are considered integral parts of this form.
Person Signing this Report on Behalf of Reporting Manager:
Name: Mark W. Everette
Title: CEO and Senior Portfolio Manager
Phone: 860.561.7050
Signature, Place, and Date of Signing:
/s/ Mark W. Everette West Hartford, CT February 1, 2012
-------------------- ----------------- ----------------
[Signature] [City, State] [Date]
Report Type (Check only one.):
[X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager
are reported in this report.)
[ ] 13F NOTICE. (Check here if no holdings reported are in this report, and
all holdings are reported by other reporting manager(s).)
[ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this
reporting manager are reported in this report and a portion are reported
by other reporting manager(s).)
List of Other Managers Reporting for this Manager:
[If there are no entries in this list, omit this section.]
Form 13F File Number Name
Form 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers: 0
-----------
Form 13F Information Table Entry Total: 169
-----------
Form 13F Information Table Value Total: $ 238,117
-----------
(thousands)
List of Other Included Managers:
Provide a numbered list of the names(s) and Form 13F file numbers(s) of all
institutional investment managers with respect to which this report is filed,
other than the manager filing this report.
[If there are no entries in this list, state "NONE" and omit the column headings
and list entries.]
NONE
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
--------------------------------- --------------- --------- ----------- -------------------- ---------- -------- -------------------
VOTING AUTHORITY
TITLE OF VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER -------------------
NAME OF ISSUER CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE
--------------------------------- --------------- --------- ----------- ----------- --- ---- ---------- -------- ------- ------ ----
3M CO COM 88579Y101 2,333 28,541 SH Sole 28,541
7 DAYS GROUP HLDGS LTD ADR 81783J101 297 26,645 SH Sole 26,645
ABB LTD SPONSORED ADR 000375204 1,500 79,671 SH Sole 79,671
AUTOMATIC DATA PROCESSING IN COM 053015103 449 8,315 SH Sole 8,315
AT&T INC COM 00206R102 2,739 90,591 SH Sole 90,591
ABBOTT LABS COM 002824100 582 10,346 SH Sole 10,346
ABIOMED INC COM 003654100 249 13,490 SH Sole 13,490
AECOM TECHNOLOGY CORP DELAWA COM 00766T100 1,154 56,083 SH Sole 56,083
AEGION CORP COM 00770F104 193 12,550 SH Sole 12,550
AFLAC INC COM 001055102 754 17,430 SH Sole 17,430
MARKET VECTORS ETF TR AGRIBUS ETF 57060U605 1,210 25,657 SH Sole 25,657
AIR PRODS & CHEMS INC COM 009158106 582 6,833 SH Sole 6,833
ALPS ETF TR ALERIAN MLP 00162Q866 1,375 82,760 SH Sole 82,760
ALLERGAN INC COM 018490102 1,108 12,633 SH Sole 12,633
ALTERA CORP COM 021441100 1,491 40,200 SH Sole 40,200
AMAZON COM INC COM 023135106 258 1,491 SH Sole 1,491
AMERICAN EXPRESS CO COM 025816109 621 13,163 SH Sole 13,163
AMGEN INC COM 031162100 1,980 30,839 SH Sole 30,839
AMPHENOL CORP NEW CL A 032095101 657 14,465 SH Sole 14,465
ANADARKO PETE CORP COM 032511107 618 8,102 SH Sole 8,102
AON CORP COM 037389103 2,317 49,500 SH Sole 49,500
APACHE CORP COM 037411105 2,300 25,390 SH Sole 25,390
APPLE INC COM 037833100 5,308 13,107 SH Sole 13,107
AQUA AMERICA INC COM 03836W103 476 21,575 SH Sole 21,575
GALLAGHER ARTHUR J & CO COM 363576109 201 6,000 SH Sole 6,000
BAIDU INC SPON ADR REP A 056752108 236 2,025 SH Sole 2,025
BAKER HUGHES INC COM 057224107 978 20,116 SH Sole 20,116
BANK OF AMERICA CORPORATION COM 060505104 68 12,281 SH Sole 12,281
BERKLEY W R CORP COM 084423102 1,603 46,600 SH Sole 46,600
BERKSHIRE HATHAWAY INC DEL CL B 084670207 905 11,859 SH Sole 11,859
POWERSHARES EFT TRUST DYN BIOT & GEN 73935X856 499 24,890 SH Sole 24,890
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 577 41,205 SH Sole 41,205
BRISTOL MYERS SQUIBB CO COM 110122108 1,784 50,638 SH Sole 50,638
CME GROUP INC COM 12572Q105 1,447 5,939 SH Sole 5,939
CSX CORP COM 126408103 441 20,951 SH Sole 20,951
CVS CAREMARK CORPORATION COM 126650100 3,587 87,950 SH Sole 87,950
CANADIAN NAT RES LTD COM 136385101 263 7,025 SH Sole 7,025
CAREFUSION CORP COM 14170T101 344 13,522 SH Sole 13,522
CELGENE CORP COM 151020104 2,606 38,549 SH Sole 38,549
CHEVRON CORP NEW COM 166764100 3,060 28,762 SH Sole 28,762
CHICAGO BRIDGE & IRON CO N V N Y REGISTRY SH 167250109 489 12,925 SH Sole 12,925
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 937 19,320 SH Sole 19,320
CHURCH & DWIGHT INC COM 171340102 874 19,101 SH Sole 19,101
CIMAREX ENERGY CO COM 171798101 2,706 43,708 SH Sole 43,708
CISCO SYS INC COM 17275R102 3,255 180,059 SH Sole 180,059
CITRIX SYS INC COM 177376100 322 5,305 SH Sole 5,305
CLEAN ENERGY FUELS CORP COM 184499101 117 23,040 SH Sole 23,040
CLEAN HARBORS INC COM 184496107 3,210 50,365 SH Sole 50,365
COCA COLA CO COM 191216100 3,797 54,269 SH Sole 54,269
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 1,132 17,610 SH Sole 17,610
COLGATE PALMOLIVE CO COM 194162103 2,147 23,239 SH Sole 23,239
COMCAST CORP NEW CL A SPL 20030N200 1,844 78,250 SH Sole 78,250
CONOCOPHILLIPS COM 20825C104 1,581 21,697 SH Sole 21,697
COSTCO WHSL CORP NEW COM 22160K105 3,509 42,120 SH Sole 42,120
DANAHER CORP DEL COM 235851102 3,338 70,960 SH Sole 70,960
DENTSPLY INTL INC NEW COM 249030107 721 20,609 SH Sole 20,609
DEUTSCHE BK AG LDN BRH PS GOLD DS ETN 25154H756 215 39,400 SH Sole 39,400
DEVON ENERGY CORP NEW COM 25179M103 711 11,466 SH Sole 11,466
DIAGEO P L C SPON ADR NEW 25243Q205 302 3,457 SH Sole 3,457
DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 474 12,562 SH Sole 12,562
DRESSER-RAND GROUP INC COM 261608103 250 5,000 SH Sole 5,000
DU PONT E I DE NEMOURS & CO COM 263534109 361 7,879 SH Sole 7,879
E M C CORP MASS COM 268648102 1,767 82,017 SH Sole 82,017
ECOLAB INC COM 278865100 4,840 83,730 SH Sole 83,730
EMERSON ELEC CO COM 291011104 1,778 38,167 SH Sole 38,167
EXELON CORP COM 30161N101 399 9,207 SH Sole 9,207
EXPRESS SCRIPTS INC COM 302182100 1,000 22,385 SH Sole 22,385
EXXON MOBIL CORP COM 30231G102 11,560 136,388 SH Sole 136,388
FASTENAL CO COM 311900104 1,080 24,755 SH Sole 24,755
FEDEX CORP COM 31428X106 200 2,400 SH Sole 2,400
FIDELITY NATL INFORMATION SV COM 31620M106 349 13,110 SH Sole 13,110
FIRST NIAGARA FINL GRP INC COM 33582V108 486 56,365 SH Sole 56,365
FIRST SOLAR INC COM 336433107 305 9,021 SH Sole 9,021
FLOWSERVE CORP COM 34354P105 622 6,260 SH Sole 6,260
FUEL TECH INC COM 359523107 313 47,618 SH Sole 47,618
GENERAL ELECTRIC CO COM 369604103 2,087 116,528 SH Sole 116,528
POWERSHARES GLOBAL ETF TRUST GBL WTR PORT 73936T623 1,301 83,430 SH Sole 83,430
GOLDMAN SACHS GROUP INC COM 38141G104 1,269 14,034 SH Sole 14,034
GOOGLE INC CL A 38259P508 5,329 8,250 SH Sole 8,250
GRAINGER W W INC COM 384802104 281 1,500 SH Sole 1,500
HARLEY DAVIDSON INC COM 412822108 633 16,295 SH Sole 16,295
HOME DEPOT INC COM 437076102 860 20,465 SH Sole 20,465
INTERNATIONAL BUSINESS MACHS COM 459200101 4,197 22,823 SH Sole 22,823
ILLINOIS TOOL WKS INC COM 452308109 253 5,424 SH Sole 5,424
ILLUMINA INC COM 452327109 208 6,824 SH Sole 6,824
INTEL CORP COM 458140100 1,850 76,301 SH Sole 76,301
INTUIT COM 461202103 864 16,428 SH Sole 16,428
INTUITIVE SURGICAL INC COM NEW 46120E602 1,884 4,070 SH Sole 4,070
JPMORGAN CHASE & CO COM 46625H100 708 21,288 SH Sole 21,288
JACOBS ENGR GROUP INC DEL COM 469814107 1,491 36,737 SH Sole 36,737
JOHNSON & JOHNSON COM 478160104 4,593 70,044 SH Sole 70,044
JOHNSON CTLS INC. COM 478366107 210 6,730 SH Sole 6,730
JOY GLOBAL INC COM 481165108 536 7,155 SH Sole 7,155
KINDER MORGAN ENERGY PARTNER UT LTD PARTNER 494550106 651 7,666 SH Sole 7,666
KINDER MORGAN MANAGEMENT LLC SHS 49455U100 3,165 40,311 SH Sole 40,311
KOHLS CORP COM 500255104 490 9,925 SH Sole 9,925
KOPIN CORP COM 500600101 48 12,450 SH Sole 12,450
KRAFT FOODS INC CL A 50075N104 1,492 39,935 SH Sole 39,935
LANDAUER INC COM 51476K103 549 10,654 SH Sole 10,654
LIBERTY GLOBAL INC COM SER A 530555101 1,076 26,221 SH Sole 26,221
LIBERTY GLOBAL INC COM SER C 530555309 1,285 32,503 SH Sole 32,503
LINCOLN ELEC HLDGS INC COM 533900106 461 11,797 SH Sole 11,797
LOEWS CORP COM 540424108 877 23,300 SH Sole 23,300
LOWES COS INC COM 548661107 465 18,305 SH Sole 18,305
MADISON SQUARE GARDEN INC CL A 55826P100 315 11,000 SH Sole 11,000
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 1,772 127,912 SH Sole 127,912
MCDONALDS CORP COM 580135101 4,136 41,226 SH Sole 41,226
MCKESSON CORP COM 58155Q103 280 3,595 SH Sole 3,595
MEDCO HEALTH SOLUTIONS INC COM 58405U102 1,673 29,929 SH Sole 29,929
MEDTRONIC INC COM 585055106 227 5,924 SH Sole 5,924
MERCK & CO INC NEW COM 58933Y105 487 12,920 SH Sole 12,920
MICROSOFT CORP COM 594918104 4,290 165,253 SH Sole 165,253
MONSANTO CO NEW COM 61166W101 910 12,981 SH Sole 12,981
MORNINGSTAR INC COM 617700109 868 14,595 SH Sole 14,595
MOTOROLA SOLUTIONS INC COM NEW 620076307 241 5,200 SH Sole 5,200
MYLAN INC COM 628530107 290 13,500 SH Sole 13,500
NETAPP INC COM 64110D104 280 7,720 SH Sole 7,720
NEW ENGLAND BANCSHARES INC C COM NEW 643863202 386 37,250 SH Sole 37,250
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 963 40,035 SH Sole 40,035
NEWFIELD EXPL CO COM 651290108 1,435 38,032 SH Sole 38,032
NEWMONT MINING CORP COM 651639106 300 5,000 SH Sole 5,000
NEWS CORP CL A 65248E104 1,945 109,000 SH Sole 109,000
NEXTERA ENERGY INC COM 65339F101 994 16,320 SH Sole 16,320
NIKE INC CL B 654106103 2,260 23,455 SH Sole 23,455
NOBLE ENERGY INC COM 655044105 1,699 18,000 SH Sole 18,000
NORTHEAST UTILS COM 664397106 686 19,010 SH Sole 19,010
NOVARTIS A G SPONSORED ADR 66987V109 577 10,097 SH Sole 10,097
OCCIDENTAL PETE CORP DEL COM 674599105 611 6,516 SH Sole 6,516
ORACLE CORP COM 68389X105 1,763 68,717 SH Sole 68,717
PEOPLES UNITED FINANCIAL INC COM 712704105 1,256 97,741 SH Sole 97,741
PEPSICO INC COM 713448108 6,737 101,530 SH Sole 101,530
PFIZER INC COM 717081103 2,249 103,919 SH Sole 103,919
PHILIP MORRIS INTL INC COM 718172109 318 4,052 SH Sole 4,052
PLAINS EXPL & PRODTN CO COM 726505100 217 5,900 SH Sole 5,900
POTASH CORP SASK INC COM 73755L107 215 5,220 SH Sole 5,220
PRAXAIR INC COM 74005P104 2,632 24,625 SH Sole 24,625
PRECISION CASTPARTS CORP COM 740189105 669 4,061 SH Sole 4,061
PROCTER & GAMBLE CO COM 742718109 5,895 88,369 SH Sole 88,369
PROGRESSIVE CORP OHIO COM 743315103 831 42,600 SH Sole 42,600
QEP RES INC COM 74733V100 1,736 59,249 SH Sole 59,249
QUALCOMM INC COM 747525103 1,657 30,300 SH Sole 30,300
QUANTA SVCS INC COM 74762E102 2,888 134,058 SH Sole 134,058
ROCKVILLE FINL INC NEW COM 774188106 315 30,435 SH Sole 30,435
SCHLUMBERGER LTD COM 806857108 3,244 47,486 SH Sole 47,486
STANLEY BLACK & DECKER INC COM 854502101 1,366 20,204 SH Sole 20,204
STRYKER CORP COM 863667101 2,237 45,000 SH Sole 45,000
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 433 10,740 SH Sole 10,740
TEXTRON INC COM 883203101 261 14,140 SH Sole 14,140
SOUTHERN CO COM 842587107 223 4,823 SH Sole 4,823
THERMO FISHER SCIENTIFIC INC COM 883556102 3,056 67,959 SH Sole 67,959
TORONTO DOMINION BK ONT COM 891160509 933 12,472 SH Sole 12,472
TRANSOCEAN LTD REG SHS H8817H100 767 19,988 SH Sole 19,988
UNITEDHEALTH GROUP INC COM 91324P102 1,806 35,638 SH Sole 35,638
UNITED TECHNOLOGIES CORP COM 913017109 4,568 62,505 SH Sole 62,505
VALE S A ADR 91912E105 336 15,648 SH Sole 15,648
VANCEINFO TECHNOLOGIES INC ADR 921564100 394 43,465 SH Sole 43,465
VARIAN MED SYS INC COM 92220P105 233 3,465 SH Sole 3,465
VEECO INSTRS INC DEL COM 922417100 665 31,985 SH Sole 31,985
VERIZON COMMUNICATIONS INC COM 92343V104 734 18,300 SH Sole 18,300
VISA INC COM CL A 92826C839 1,267 12,475 SH Sole 12,475
VODAFONE GROUP PLC NEW SPONS ADR NEW 92857W209 1,196 42,672 SH Sole 42,672
WAL MART STORES INC COM 931142103 3,550 59,399 SH Sole 59,399
DISNEY WALT CO COM DISNEY 254687106 2,783 74,218 SH Sole 74,218
WASTE MGMT INC DEL COM 94106L109 1,076 32,900 SH Sole 32,900
WELLS FARGO & CO NEW COM 949746101 270 9,804 SH Sole 9,804
WILLIAMS COS INC DEL COM 969457100 490 14,852 SH Sole 14,852
WOODWARD GOVERNOR CO COM 980745103 975 23,820 SH Sole 23,820
YUM BRANDS INC COM 988498101 2,650 44,909 SH Sole 44,909
ZIMMER HLDGS INC COM 98956P102 347 6,496 SH Sole 6,496